Kowal Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.32M | Sell |
7,751
-735
| -9% | -$125K | 0.24% | 64 |
|
|
2024
Q2 | $1.4M | Buy |
8,486
+518
| +7% | +$85.4K | 0.28% | 57 |
|
|
2024
Q1 | $1.39M | Buy |
7,968
+1,629
| +26% | +$285K | 0.3% | 51 |
|
|
2023
Q4 | $1.08M | Sell |
6,339
-1,266
| -17% | -$215K | 0.25% | 54 |
|
|
2023
Q3 | $1.29M | Sell |
7,605
-572
| -7% | -$96.9K | 0.35% | 38 |
|
|
2023
Q2 | $1.51M | Buy |
8,177
+817
| +11% | +$151K | 0.41% | 33 |
|
|
2023
Q1 | $1.34M | Buy |
7,360
+814
| +12% | +$148K | 0.38% | 37 |
|
|
2022
Q4 | $1.18M | Buy |
6,546
+965
| +17% | +$174K | 0.35% | 38 |
|
|
2022
Q3 | $911K | Buy |
5,581
+565
| +11% | +$92.2K | 0.31% | 43 |
|
|
2022
Q2 | $836K | Buy |
5,016
+1,359
| +37% | +$227K | 0.27% | 40 |
|
|
2022
Q1 | $612K | Buy |
3,657
+725
| +25% | +$121K | 0.19% | 51 |
|
|
2021
Q4 | $509K | Buy |
2,932
+384
| +15% | +$66.7K | 0.15% | 56 |
|
|
2021
Q3 | $383K | Buy |
2,548
+16
| +0.6% | +$2.41K | 0.12% | 64 |
|
|
2021
Q2 | $375K | Buy |
2,532
+120
| +5% | +$17.8K | 0.14% | 63 |
|
|
2021
Q1 | $341K | Buy |
2,412
+62
| +3% | +$8.77K | 0.14% | 62 |
|
|
2020
Q4 | $332K | Buy |
+2,350
| New | +$332K | 0.15% | 61 |
|